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Power of Persuasion

Marketing & Branding

Power of Persuasion

This webinar explored proposal management best practices in the lighting industry, covering workflow strategies, communication, CRM tools, sub-consultant coordination, and crafting clear, compelling, client-focused proposals.

Featuring

Abby Iorio - HLB Lighting Design

Cassidy Perry - HLB Lighting Design
Proposal Manager


Annie Langlois - Sasaki
Marketing Manager


Dacota Griffin - End Markets, GEI Consultants
Senior Marketing Coordinator

Buy all access courses

What You Will Get

10
Modules

Experts Videos
From Industry Leaders

Category:
Marketing & Branding

Who Is the Course For

Proposal Managers, Marketing Coordinators, and BD professionals

Lighting designers and architects involved in proposal writing

Emerging professionals seeking to understand how proposals function

Studio leaders who want to improve team workflow and proposal quality

Outcomes You Can Expect

Apply structured proposal workflows that improve organization, accountability, and on-time submissions

Analyze RFPs, pipelines, and resource demands to make more informed go/no-go and effort-allocation decisions

Develop proposal content that is concise, visually compelling, and tailored to specific client and project needs

Implement communication and CRM strategies that strengthen internal collaboration, sub-consultant coordination, and proposal follow-up

Syllabus

10 lessons

Module 1 - Introduction

This video introduces a webinar series focused on proposals, featuring speakers from SMPS Boston who share their expertise on proposal management and business development.

Module 2 - Proposal Power: Streamline YourStrategy & Win More Deals!

This video discusses effective techniques and strategies for streamlining proposal management within firms, emphasizing organization, clear communication, and efficient processes to meet deadlines and improve quality.

Module 3 -Proposal Secrets: Kickoff to Success

This video explains Sasaki's successful proposal process, emphasizing standard outlines, clear expectations, and built-in flexibility for efficient project completion.

Module 4 - Boost Your Team’s Workflow: EffortRating & Workload

This video discusses effective workflow and time management strategies for proposal and marketing teams, focusing on rating proposals by effort, balancing workloads, and maintaining transparency.

Module 5 - Unlock Proposal Wins: Data, Strategy& Go/No-Go Method

This video discusses strategies for winning proposals, emphasizing the importance of coordinator visibility, pre-positioning, and alignment with leadership, while also highlighting the use of data to refine strategies and ensure successful kickoff meetings.

Module 6 - Unlock Subcontractor Success &Beat Deadlines

This video discusses strategies for effective proposal management, focusing on empowering proposal teams, managing subcontractors, and streamlining communication and content delivery to win bids.

Module 7 - Data is KING! Influence Decisions& Conquer Marketing Challenges

This video discusses how marketing teams can use data and proactive strategies to influence decision-makers, manage project pressures, and set appropriate fees, emphasizing collaboration and strategic thinking.

Module 8 - Proposal Secrets: Less Text, MoreImpact! Go Viral

This video discusses how to present proposals and services effectively, balancing detail with client understanding, and introduces a new question about evaluating subconsultants.

Module 9 - Stop Losing Clients. MasterProposals, Relationships, and Contracts

This video discusses strategies for vetting subconsultants, differentiating proposals, navigating fee-based decisions, and managing contracts, emphasizing the importance of relationships, clear communication, and authenticity in the proposal and contracting process.

Module 10 - CRM Secrets: Staff, Data, andWinning Proposals Revealed!

This video covers various aspects of client interactions, proposal processes, and CRM tools, with a focus on professional best practices and ethical considerations.

Real success from real learners

"I’m grateful to the panelists for their openness and willingness to share, it’s helping elevate the lighting design industry as a whole. Thank you!”

B. Lynch
Financial KPIs BOL’Discussions

"I liked the interactive and professional exchange between the speakers. It was a lively conversation with the different topics that come up in the office day-to-day, and the perspectives shared were valuable. Thanks a lot!”

L. Alanis
HR Managing People BOL’Discussions

"I was able to attend the most recent session, and I thought it was terrific. Thanks for continuing to produce top quality programming."

S. Rosen
HR Managing People BOL’Discussions

"Thank you to the industry leaders on today's call helping us little guys feel connected and inspired in a world where overwhelm is far too common."

D. Osickey
Financial KPIs BOL’Discussions

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